Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Record Powerball Jackpots Are Teachable Moments for Pension Participants
By John ManganaroPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.
October 31, 2022
The Real Value of Annuities for Mass Affluent RetireesMorningstar finds annuities offer little benefit to retirees at low risk of going broke. But there's more to the story.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.
October 31, 2022
Ex-Broker Sentenced to 20 Years in Prison Over Ponzi SchemePerry Santillo's 20-year sentence will run concurrently with a 17.5-year sentence he already faces.
October 31, 2022
Alaska Updates Annuity Sales StandardsThe fall elections could affect state suitability update efforts in 2023.
October 31, 2022
How to Talk to Clients About Annuity Surrender Charges and CommissionsThe author makes the case that talking about the connection can create trust.
October 31, 2022
Secure Lifetime Income Through Secure Act 2.0A Sammons executive predicts that the package eventually will pass.
October 27, 2022
Time to Retire the 4% Rule, Retirement Pros SayThe rule was meant to be a guideline, not a real plan, David Blanchett, David Lau and Shannon Stone say.